Software engineer and investor. I write about markets and businesses.

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On X

Posts about software and AI.

Posts about software and AI: building products, programming and the AI tools I use.

134 posts

🌪️ 4,464 tweets → 417 on my website. Now that only us nerds are at home A couple of days ago I showed you the new section with my X posts. Today, the technical part: how it chooses which ones make the cut and how it works under the hood.

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⭐️ I made a mini tool that's 100% free It turns every sentence in your text into a dot, positioned according to its word count. If the dots pile up in a column, all your sentences are the same length and your writing sounds flat 😴

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Last week I was playing around with uncensored Qwen locally. I asked it for “effective life hacks that aren’t ethical.” It pisses me off, because I’ve seen (and suffered) plenty of them. Still, I found its last thought pretty interesting:

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    Another interesting concept. I asked it: what’s the most extreme and important question I should ask an uncensored LLM? And its answer was:

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    of course, my next question was “what am I really asking?” A slightly less interesting result, but I like the abstraction it makes: “your last two questions were about leverage.”

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My new project 👇 I’ve wanted to build a tool for investors for a while, but I didn’t want to make the usual thing. I didn’t want to build another portfolio management tool or another TIKR redesign. I wanted to make something a bit more original 👀

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I’ve built a news pipeline that turns thousands of URLs into structured, usable events 🗞️⚙️ At first, the problem seems simple: 🔎 Find news 📝 Summarize articles 📲 Show the results to the user But finding information is the easy part. The hard part is deciding:

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THIS IS INSANE. I don’t understand how Find My Moat keeps growing so much… Well, I do. But it’s still exceeded all my expectations 🤯 The “trick,” in case it helps anyone:

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    Take a look: www.FindMyMoat.com

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    Also, thanks to @stock_analysisx for being one of the early believers in the project!

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OpenAI seems to me like one of the companies with the best design and UX experts. I love seeing all the changes they make to improve how smoothly their tools work and let users do exactly what they want without friction.

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☀️ The FactSet $FDS thesis is now available for anyone interested Did this company really deserve to be down 50%? 🩸 The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.

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